Integrate Agendor with Neaktor

Send information between Agendor and Neaktor automatically, without writing any code, using Zoho Flow.

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Create a project within Neaktor for every accomplished deal in Agendor

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will automatically create a project within Neaktor for every accomplished deal in Agendor.

How it works
  1. The flow triggers when a the details of a deal is updated in Agendor.
  2. Zoho Flow creates a new project using the specified module in Neaktor.
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Create a project within Neaktor for every accomplished deal in Agendor

Agendor + Neaktor

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Supported triggers and actions

Integrate Agendor and Neaktor using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person updated

Triggers when the details of a person is updated

Company updated

Triggers when the details of a company is updated

Deal created

Triggers when a new deal is created

Deal updated

Triggers when a the details of a deal is updated

Person created

Triggers when a new person is created

Company created

Triggers when a new company is created

Task status completed

Triggers when a task status is marked complete

Task deleted

Triggers when a task is deleted

Task status updated

Triggers when the details of an existing task is updated

Task created

Triggers when a new task is created

Task comment added

Triggers when a new task comment is added

Assignee changed

Triggers when the assignee is changed

All Actions - Actions are the automated tasks

Create company deal

Creates a new company deal

Create company

Creates a new company

Create person

Creates a person .

Create person deal

Creates a person deal

Update deal status

Updates the status of the specified deal

Update company

Updates the details of the specified company

Update deal

Updates the basic details of the specified deal

Update person

Updates the details of the specified person

Fetch person

Fetch the details of the specified person

Fetch user

Fetches the details of the specified user

Fetch company

Fetches the details of an existing company

Create task

Creates a new task using the specified task model

Add project managers

Adds project managers to the specified project

Create event

Creates a new event

Create reminder

Creates a new reminder

Create project

Creates a new project using the specified module

Update event

Updates the details of an event

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task using ID or IDx

Fetch event or reminder

Fetches the details of an existing event or a reminder using ID

Fetch task

Fetches the details of an existing project using ID or IDx

Fetch user

Fetches the details of an existing user using email address

Fetch project

Fetches the details of an existing project using ID or key

What is Agendor?

Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.

CRM

What is Neaktor?

Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.

Project Management

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

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Technical Engineer, Master Liveaboards

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